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Morningstar

Morningstar

Sep 03, 2026

Alibaba Group Holding Limited: AI and Quick Commerce Present Long-Term Growth but Near-Term Margin Pressure for Alibaba

Symbols

BABA

Sector(s)

Consumer Cyclical

Rating

Current Price

113.24

Fair Value

Economic Moat

Stewardship

Summary

Alibaba is the world’s largest online and mobile commerce company as measured by gross merchandise volume. It operates China’s online marketplaces, including Taobao (consumer-to-consumer) and Tmall (business-to-consumer). The China retail e-commerce platform is the most valuable

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